DocuSign, Inc.
DOCU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001261333
In the last 90 days, DocuSign, Inc. insiders filed 0 open-market purchases and 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in DocuSign, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 782
- −17 vs. Q1 2025
- Shares held
- 175.9M
- +3.83M (+2.2%) vs. Q1 2025
- Total value
- $13.7B
- −$305.0M (−2.2%) vs. Q1 2025
- New holders
- 92
- 288 more added
- Sold out
- 109
- 278 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOCU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 674 | $7.87B |
| Q1 2026 | 709 | $8.50B |
| Q4 2025 | 791 | $11.6B |
| Q3 2025 | 816 | $12.2B |
| Q2 2025 | 782 | $13.7B |
| Q1 2025 | 810 | $14.1B |
| Q4 2024 | 819 | $15.9B |
| Q3 2024 | 695 | $10.1B |
| Q2 2024 | 669 | $8.62B |
| Q1 2024 | 686 | $9.60B |
| Q4 2023 | 708 | $9.38B |
| Q3 2023 | 665 | $6.37B |
| Q2 2023 | 712 | $8.15B |
| Q1 2023 | 728 | $9.15B |
| Q4 2022 | 737 | $8.69B |
| Q3 2022 | 738 | $8.32B |
| Q2 2022 | 793 | $8.86B |
| Q1 2022 | 936 | $16.5B |
| Q4 2021 | 1,010 | $23.0B |
| Q3 2021 | 1,043 | $39.2B |
| Q2 2021 | 1,028 | $41.7B |
| Q1 2021 | 970 | $28.7B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patten & Patten Inc | 4,469 | $348.1K | 0.02% | −1,080−19.5% | Reduced |
| Sandbox Financial Partners, LLC | 4,494 | $350.0K | 0.11% | +4,494 | New |
| Squarepoint Ops LLC | 4,531 | $352.9K | 0.00% | −260,352−98.3% | Reduced |
| Chilton Investment Co LLC | 4,540 | $353.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,575 | $356.3K | 0.00% | −73−1.6% | Reduced |
| Essex LLC | 4,583 | $357.0K | 0.07% | −1,355−22.8% | Reduced |
| Pingora Partners LLC | 4,600 | $358.3K | 0.27% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,631 | $360.7K | 0.01% | −639−12.1% | Reduced |
| Synergy Financial Group, LTD | 4,648 | $362.0K | 0.27% | −188−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,663 | $363.2K | 0.00% | +3,284+238.1% | Added |
| DMG Group, LLC | 4,719 | $367.6K | 0.29% | −278−5.6% | Reduced |
| Flagship Harbor Advisors, LLC | 4,812 | $374.8K | 0.02% | −152−3.1% | Reduced |
| Intellectus Partners, LLC | 4,827 | $376.0K | 0.08% | −1,000−17.2% | Reduced |
| Occudo Quantitative Strategies LP | 4,837 | $376.8K | 0.04% | +4,837 | New |
| Jackson Creek Investment Advisors LLC | 4,857 | $378.0K | 0.10% | −114−2.3% | Reduced |
| Marex Group plc | 4,960 | $386.3K | 0.01% | −4,855−49.5% | Reduced |
| International Assets Investment Management, LLC | 4,968 | $387.0K | 0.03% | +4+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $389.4K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,119 | $398.7K | 0.01% | +124+2.5% | Added |
| Legacy Financial Advisors, Inc. | 5,119 | $398.7K | 0.06% | +52+1.0% | Added |
| Cassaday & Co Wealth Management LLC | 5,133 | $400.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,142 | $400.5K | 0.04% | −241−4.5% | Reduced |
| Audent Global Asset Management, LLC | 5,151 | $401.2K | 0.29% | −207−3.9% | Reduced |
| Leuthold Group, LLC | 5,188 | $404.1K | 0.05% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 5,000 | $407.0K | 0.45% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,257 | $409.5K | 0.03% | −58−1.1% | Reduced |
| GraniteShares Advisors LLC | 5,274 | $410.8K | 0.25% | +5,274 | New |
| Americana Partners, LLC | 5,291 | $412.1K | 0.01% | −321−5.7% | Reduced |
| Optas, LLC | 5,294 | $412.4K | 0.08% | +2,206+71.4% | Added |
| The PNC Financial Services Group, Inc. | 5,317 | $414.1K | 0.00% | −1,571−22.8% | Reduced |
| Centaurus Financial, Inc. | 5,398 | $420.0K | 0.02% | +136+2.6% | Added |
| Wahed Invest LLC | 5,435 | $423.3K | 0.06% | +308+6.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,451 | $424.6K | 0.03% | −377−6.5% | Reduced |
| First Citizens Bank & Trust Co | 5,478 | $426.7K | 0.01% | +5,478 | New |
| Snowden Capital Advisors LLC | 5,481 | $426.9K | 0.01% | −525−8.7% | Reduced |
| Burns Matteson Capital Management, LLC | 5,517 | $429.7K | 0.21% | −245−4.3% | Reduced |
| Vise Technologies, Inc. | 5,601 | $436.3K | 0.02% | +5,601 | New |
| Csenge Advisory Group | 4,932 | $437.0K | 0.02% | +236+5.0% | Added |
| Impact Partnership Wealth, LLC | 5,675 | $442.0K | 0.08% | +737+14.9% | Added |
| Palogic Value Management, L.P. | 5,687 | $443.0K | 0.19% | +249+4.6% | Added |
| Pallas Capital Advisors LLC | 5,697 | $443.7K | 0.02% | −260−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,799 | $451.7K | 0.02% | +3+0.1% | Added |
| Everence Capital Management Inc | 5,800 | $452.0K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 5,853 | $455.9K | 0.06% | −44−0.7% | Reduced |
| Citizens Financial Group Inc | 5,860 | $456.4K | 0.01% | −55−0.9% | Reduced |
| Western Wealth Management, LLC | 5,912 | $460.5K | 0.03% | +25+0.4% | Added |
| APG Asset Management N.V. | 7,033 | $466.7K | 0.00% | −194−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,013 | $468.4K | 0.02% | −9,782−61.9% | Reduced |
| J2 Capital Management Inc | 6,232 | $485.4K | 0.39% | +1,897+43.8% | Added |
| Financial Advocates Investment Management | 6,344 | $494.1K | 0.04% | −487−7.1% | Reduced |
| APG Asset Management US Inc. | 6,389 | $494.3K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 6,393 | $497.9K | 0.01% | −30−0.5% | Reduced |
| Banque Cantonale Vaudoise | 6,414 | $500.0K | 0.02% | −51−0.8% | Reduced |
| Motley Fool Asset Management LLC | 6,448 | $502.2K | 0.02% | +673+11.7% | Added |
| Rathbone Brothers plc | 6,472 | $504.1K | 0.00% | −39,468−85.9% | Reduced |
| Essex Financial Services, Inc. | 6,499 | $506.2K | 0.03% | −60−0.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $513.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,635 | $516.8K | 0.00% | −915−12.1% | Reduced |
| Fairvoy Private Wealth, LLC | 6,637 | $517.0K | 0.13% | −685−9.4% | Reduced |
| Truist Financial Corp | 6,655 | $518.4K | 0.00% | +279+4.4% | Added |
| Cresset Asset Management, LLC | 6,813 | $530.7K | 0.00% | −3,509−34.0% | Reduced |
| Atomi Financial Group, Inc. | 6,819 | $531.2K | 0.02% | −334−4.7% | Reduced |
| RSM US Wealth Management LLC | 6,843 | $533.0K | 0.01% | −198−2.8% | Reduced |
| Baader Bank INC | 7,274 | $541.7K | 0.05% | +729+11.1% | Added |
| Prudential PLC | 6,965 | $542.5K | 0.00% | +4,043+138.4% | Added |
| Unique Wealth Strategies, LLC | 7,013 | $546.2K | 0.23% | +7,013 | New |
| Bennett Selby Investments LP | 7,075 | $551.1K | 0.20% | +1,082+18.1% | Added |
| Freestone Capital Holdings, LLC | 7,193 | $560.3K | 0.02% | −14,737−67.2% | Reduced |
| Wealthspire Advisors, LLC | 7,275 | $566.7K | 0.00% | +696+10.6% | Added |
| DGS Capital Management, LLC | 7,291 | $567.9K | 0.12% | +2,379+48.4% | Added |
| Independent Financial Group, LLC | 7,296 | $568.3K | 0.02% | +77+1.1% | Added |
| Qtron Investments LLC | 7,332 | $571.1K | 0.07% | +4,532+161.9% | Added |
| BCS Private Wealth Management, Inc. | 7,390 | $576.0K | 0.22% | +7,390 | New |
| Brighton Jones LLC | 7,584 | $590.7K | 0.02% | +5+0.1% | Added |
| Gilbert & Cook, Inc. | 7,650 | $595.9K | 0.08% | +171+2.3% | Added |
| Susquehanna Fundamental Investments, LLC | 7,657 | $596.4K | 0.02% | −19,025−71.3% | Reduced |
| Allworth Financial LP | 7,703 | $600.0K | 0.00% | +6,854+807.3% | Added |
| Summit Financial, LLC | 7,704 | $600.1K | 0.01% | +7,704 | New |
| Garde Capital, Inc. | 7,770 | $605.2K | 0.03% | −366−4.5% | Reduced |
| Leigh Baldwin & Co., LLC | 5,196 | $606.2K | 0.40% | +5,196 | New |
| Tokio Marine Asset Management Co Ltd | 7,834 | $610.2K | 0.02% | +326+4.3% | Added |
| iA Global Asset Management Inc. | 7,872 | $613.0K | 0.01% | +160+2.1% | Added |
| Beck Capital Management, LLC | 7,982 | $621.7K | 0.16% | −674−7.8% | Reduced |
| Farther Finance Advisors, LLC | 8,089 | $629.6K | 0.01% | +3,262+67.6% | Added |
| Catalytic Wealth RIA, LLC | 8,305 | $646.9K | 0.05% | +8,305 | New |
| Vestcor Inc | 8,334 | $649.0K | 0.02% | −6,064−42.1% | Reduced |
| Shelton Capital Management | 8,366 | $651.6K | 0.01% | −67−0.8% | Reduced |
| Forum Financial Management, LP | 8,422 | $656.0K | 0.01% | −185−2.1% | Reduced |
| CIBC World Markets Corp | 8,432 | $656.8K | 0.00% | −761−8.3% | Reduced |
| Atom Investors LP | 8,444 | $657.7K | 0.06% | +8,444 | New |
| Atria Investments LLC | 8,455 | $658.6K | 0.01% | +449+5.6% | Added |
| Bokf, NA | 8,470 | $659.7K | 0.01% | −20.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,510 | $662.8K | 0.00% | +4,378+106.0% | Added |
| Prairie Wealth Advisors, Inc. | 8,534 | $664.7K | 0.28% | +165+2.0% | Added |
| Plato Investment Management Ltd | 8,587 | $666.4K | 0.05% | +6+0.1% | Added |
| State of Wyoming | 8,559 | $666.7K | 0.08% | +1,745+25.6% | Added |
| Kornitzer Capital Management Inc | 8,575 | $667.9K | 0.01% | −60−0.7% | Reduced |
| Eqis Capital Management, Inc. | 8,576 | $668.0K | 0.05% | +373+4.5% | Added |
| Oppenheimer Asset Management Inc. | 8,582 | $668.5K | 0.01% | −468−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,599 | $669.9K | 0.01% | +986+13.0% | Added |